See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,866 | $77,899+23.1% | $149,673-35.9% | $75,163+27.5% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 15.33% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $6,528 | $3,137+108.1% | $4,818+35.5% | $2,670+144.5% |
| Participant deferral / active EE | $3,687 | $3,411+8.1% | $5,680-35.1% | $4,125-10.6% |
| Admin fee / account holder | $1,253 | $5,956-79.0% | $13,210-90.5% | $5,651-77.8% |